Editing allows you to make small tweaks or even create a totally new page. To start editing, it's wise to ensure that you're working on an existing template's duplicate. Once done, you can start to edit a template page , click by clicking Edit on the upper right part of the page's preview.

From here, you will see a new menu bar along the top of the screen. You can use this menu to edit and format text included on the page. You can also insert images, links, tables, and metrics. Metrics are dynamic data values that update based on each project. Metrics are outlined in purple to help show which values on the page are static (same for every proposal) vs dynamic data (different based on the specific project).

Example You can add and remove pages, depending on your preference. Here is an example of a new About Us page added at the end of a Proposal template:

How do I edit text?

To edit text shown on the page, first make sure you are have clicked into Edit mode for the page. Click or highlight text to change the text itself or change it's its formatting (size, font, color, etc.). Note that depending on the formatting of the page and the text, you may need to try clicking multiple locations or using Enter/Return on your keyboard to get to the desired location to add help in layouting the text.

Text or numbers outlined in purple are placeholders for project-specific values, like the customer name, address, or system-related values. These are called metrics.

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The Quote Summary page, the Next Steps page, and the Referral page all require special tips:

• Quote Summary page:  there are instructions under the chart on this page that explain how to view you can view and edit what the quote page will look like for each type of financing. Click on a financing type shown to toggle through the different financing types. Learn more here: How do I edit how different types of financing are shown in the proposal?
• Next Steps page: for the initial setup of the proposal, it's highly recommended to customize these to fit your companies company's post-proposal process to help set expectations with the customer.
• Referrals page: input an email for someone at your company that should receive the contact information for any referrals added by customers.

How

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See the article How do I edit how different types of financing are shown in the proposal?

How and when should I rename a page?

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You can use the image icon on the upper right portion of the page preview to select an image file to use as a background. Use To delete an existing background image, you can use the trash icon to delete a background image. beside it.

Image Added

What are my options with the template pages?

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